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TIM

Tortoise Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 13.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514M
AUM Growth
+$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$5.16M
3
+$4.2M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$3.75M
5
MBB icon
iShares MBS ETF
MBB
+$2.51M

Top Sells

1
+$3.54M
2
+$2.21M
3
+$1.59M
4
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.58M
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.29M

Sector Composition

1 Technology 3.24%
2 Financials 1.89%
3 Healthcare 0.94%
4 Consumer Discretionary 0.87%
5 Consumer Staples 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$29K 0.01%
500
377
$29K 0.01%
480
378
$29K 0.01%
940
379
$29K 0.01%
84
380
$28K 0.01%
435
381
$28K 0.01%
960
382
$28K 0.01%
401
383
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1,536
384
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800
385
$28K 0.01%
604
386
$28K 0.01%
464
+92
387
$28K 0.01%
1,104
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388
$27K 0.01%
300
389
$27K 0.01%
500
390
$27K 0.01%
124
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391
$27K 0.01%
1,000
392
$26K 0.01%
131
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393
$26K 0.01%
900
394
$26K 0.01%
100
395
$26K 0.01%
493
396
$26K 0.01%
1,130
397
$26K 0.01%
318
398
$26K 0.01%
656
399
$26K 0.01%
505
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400
$26K 0.01%
320
-2,178
14 15
16
17 18